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3 Things to do BEFORE Digging into HoneyBook!

Updated: Jul 14

You're ready to invest in a CRM like HoneyBook, or maybe you've recently invested in HoneyBook to manage your clientflow and now you're sitting there, logged in to the system and you have absolutely NO IDEA where to start!


I completely understand, I've been there! I was once exactly where you are and spent a good portion of 3 months doing it all WRONG! (Hey, I haven't always been a HoneyBook Pro!)


But, I learned a lot from figuring out my own system and while working with 100+ solopreneurs, and that experience is what led me to where I am now, so I can't be too resentful!


Also, because I've done it all the wrong ways and gone through all of the trial and error processes, I can now share my signature HoneyBook Pro processes with you so you can be confident when you set up HoneyBook.


(No more second guessing on where to start while you learn how to use HoneyBook!)


I'm here to let you know that logging in and digging into HoneyBook right off the bat is NOT where you want to start...sorry not sorry!




In this HoneyBook Pro YouTube Tutorial, I'm digging deep into the 3 things you need to do BEFORE digging in and setting up HoneyBook:


1. Identify your Business Processes & Client Journey


2. Become crystal clear on your services/packages and pricing


3. Identify your lead management strategy


With these three things in place BEFORE you dig into HoneyBook, you'll be able to assess exactly how HoneyBook can support your unique business!


Ready to learn how to implement this process in HoneyBook?


CLICK HERE to watch my YouTube video titled, "Learn my SIGNATURE 10-Step Process to set up HoneyBook!"


If you'd like a more detailed breakdown of learn the steps of how to set up HoneyBook specifically for your business, grab your FREE HoneyBook Roadmap!


Curious as to how HoneyBook can help you simplify and streamline your clientflow within ONE PLATFORM? CLICK HERE to learn more about how HoneyBook can help you AND to snag a sweet discount off your first year!


Affiliate disclaimer: My policy is to only share products and resources that have brought value to me and/or I believe will bring value to my audience. Some of the links in this post are affiliate links, and I will earn a commission if you make a purchase using them.

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